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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1926	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$369K	0	–	Closed
1927	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$30K	0	–	Closed
1928	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$249K	0	–	Closed
1929	Nantahala Capital Management New Canaan, Connecticut	$0	-$3.37M	0	–	Closed
1930	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1931	NA Nottingham Advisors Amherst, New York	$0	-$219K	0	–	Closed
1932	OA Omega Advisors New York	$0	-$922K	0	–	Closed
1933	OCM Osterweis Capital Management San Francisco, California	$0	-$2.89M	0	–	Closed
1934	Pathstone Family Office Englewood, New Jersey	$0	-$2K	0	–	Closed
1935	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$145K	0	–	Closed
1936	PointState Capital New York	$0	-$87.6M	0	–	Closed
1937	PL Polianta Ltd St Helier, Jersey	$0	-$1.06M	0	–	Closed
1938	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$8.27K	0	–	Closed
1939	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$0	-$226K	0	–	Closed
1940	Sculptor Capital New York	$0	-$2.45M	0	–	Closed
1941	SM Seminole Management New York	$0	-$5.32M	0	–	Closed
1942	Sequoia Financial Advisors Akron, Ohio	$0	-$153K	0	–	Closed
1943	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$1.54M	0	–	Closed
1944	SI Sprott Inc Toronto, Ontario, Canada	$0	-$1.09M	0	–	Closed
1945	SG StoneX Group New York	$0	-$1.11M	0	–	Closed
1946	SCM Symons Capital Management Pittsburgh, Pennsylvania	$0	-$7.57M	0	–	Closed
1947	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$0	-$34.5M	0	–	Closed
1948	TI Turner Investments Berwyn, Pennsylvania	$0	-$3.69M	0	–	Closed
1949	USSCPF United States Steel & Carnegie Pension Fund New York	$0	-$56.5M	0	–	Closed
1950	VWA V Wealth Advisors Overland Park, Kansas	$0	-$49K	0	–	Closed